Unclaimed
Brandon Smith is a registered investment advisor representative with Cetera Investment Advisers LLC. Brandon has been in the industry for a short amount of time and holds Series 7TO, Series 66, and SIE licenses. Brandon has previous work experience with Hancock Whitney Bank, Shipt, Capital One, Wyndham Vacation Ownership, C&B Farms, University of Mississippi, and Cetera Investment Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
05/30/2023 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
BOTH
Issued 5/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 2/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brandon Smith is the right advisor for you? Invested Better is here to help.